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Distance Metro area (25 miles)
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COMPENSATION Either
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DESIGNATIONS
- CFA = Chartered Financial Analyst
- CFP = Certified Financial Planner
- ChFC = Chartered Financial Consultant
- CIMA = Certified Investment Management Analyst
- CDFA = Certified Divorce Financial Analyst
- CPA = Certified Public Accountant
- PFS = Personal Financial Specialist
- CFP
- CFA
- ChFC
- CDFA
- CPA
- CIMA
- PFS
John Lawson (CRD# 2087174) is an Investment Advisor Representative working at Founders Financial Alliance, LLC in Pinehurst, NC and has over 33 years of experience in the finance industry.
Audra Lubawski (CRD# 3223376) is an Investment Advisor Representative working at Osaic Institutions, Inc. in Southern Pines, NC and has over 24 years of experience in the finance industry. Audra Lubawski has taken additional exams to become a Certified Financial Planner (CFP®). CFP professionals must pass the comprehensive CFP Certification Examination, pass CFP Board's Fitness Standards for Candidates and Registrants, agree to abide by CFP Board's Code of Ethics and Professional Responsibility and Rules of Conduct which put clients' interests first and comply with the Financial Planning Practice Standards.
Barbara Lutke (CRD# 2775430) is an Investment Advisor Representative working at Merrill Lynch, Pierce, Fenner & Smith Incorporated in Pinehurst, NC and has over 27 years of experience in the finance industry.
Gregory Lyon (CRD# 5169907) is an Investment Advisor Representative working at Course Management Investment Advisors, LLC in Pinehurst, NC and has over 11 years of experience in the finance industry.
Susan Malloy (CRD# 1659187) is an Investment Advisor Representative working at M Capital Wealth Management, LLC in Cheraw, SC and has over 33 years of experience in the finance industry.
Tracey McInnis (CRD# 4536940) is an Investment Advisor Representative working at Lpl Financial LLC in Southern Pines, NC and has over 21 years of experience in the finance industry. Tracey McInnis has taken additional exams to become a Certified Financial Planner (CFP®). CFP professionals must pass the comprehensive CFP Certification Examination, pass CFP Board's Fitness Standards for Candidates and Registrants, agree to abide by CFP Board's Code of Ethics and Professional Responsibility and Rules of Conduct which put clients' interests first and comply with the Financial Planning Practice Standards.
Jon Neuhs (CRD# 1202684) is an Investment Advisor Representative working at Equitable Advisors, LLC in Pinehurst, NC and has over 34 years of experience in the finance industry.
Howell Neville (CRD# 2404560) is an Investment Advisor Representative working at The Pines Wealth Management, LLC in Southern Pines, NC and has over 30 years of experience in the finance industry.
Colleen O'donnell (CRD# 4751374) is an Investment Advisor Representative working at The Pines Wealth Management, LLC in Southern Pines, NC and has over 19 years of experience in the finance industry.
Richard Palmer (CRD# 2225117) is an Investment Advisor Representative working at Stifel, Nicolaus & Company, Incorporated in Pinehurst, NC and has over 31 years of experience in the finance industry.